Goldis Asset Management, Inc.
President, Director, Shareholder
Steven Goldis is a financial professional at H. Beck, Inc., a broker-dealer with 856 registered representatives nationwide. Steven has held an industry securities registration for 28 years and is subject to FINRA oversight.
|H. Beck, Inc.||10 years, 8 months||Apr 2003 - Present|
|Goldis Asset Management, Inc.||17 years, 2 months||Oct 1996 - Present|
|Goldis Asset Management, Inc.||13 years, 2 months||Oct 1996 - Dec 2009|
|G & G Agency of America, Ltd||15 years, 2 months||Feb 1988 - Apr 2003|
|Goldis Agency, Ltd.||15 years, 10 months||Jun 1987 - Apr 2003|
|Goldis Financial Group, Inc.||18 years, 1 month||Mar 1985 - Apr 2003|
|G & G Agency Ltd||31 years||Dec 1982 - Present|
No Disclosures Found
2 Regulatory Events
|As of Date||
|Uniform Investment Adviser Law Examination||Series 65||10/15/2003|
|Registered Options Principal Examination||Series 4||04/11/1988|
|Municipal Securities Principal Examination||Series 53||06/04/1987|
|Financial and Operations Principal Examination||Series 27||09/24/1986|
|General Securities Principal Examination||Series 24||01/08/1986|
|Uniform Securities Agent State Law Examination||Series 63||09/06/1984|
|General Securities Representative Examination||Series 7||08/18/1984|
No compensation arrangements listed.